§ 13F · FUND PROFILE
MIROVA.
AUM · $2.7B (13F)Positions · 185Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$61M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 905K | $181M | 6.7% | +4% |
| 2 | CDNS | CADENCE DESIGN SYSTEM INC | 272K | $102M | 3.8% | +17% |
| 3 | MSFT | MICROSOFT CORP | 263K | $98M | 3.6% | +39% |
| 4 | AVGO | BROADCOM INC | 222K | $84M | 3.1% | +31% |
| 5 | GOOGL | ALPHABET INC | 216K | $77M | 2.8% | +19% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 124K | $72M | 2.7% | −32% |
| 7 | SNOW | SNOWFLAKE INC | 247K | $63M | 2.3% | −4% |
| 8 | SNPS | SYNOPSYS INC | 125K | $56M | 2.1% | −18% |
| 9 | KLAC | KLA CORP | 184K | $55M | 2.0% | +836% |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | 67K | $51M | 1.9% | −43% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIROVA SIGNAL
AC read
MIROVA is a Other fund managing $2.7 billion in assets. The fund runs a portfolio of 185 positions.
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